Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MICROSOFT CORPMSFT · Entity 1016 | Director | December 03, 2019 | December 04, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MICROSOFT CORP
Report date December 03, 2019 · Filed December 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,199 |
Ending reported balance
After 2019-12-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-12-03 · Grant · Acquired 335 · Balance 54,300 F1: Represents stock award which is fully vested on the date of grant. Row 2 · 2019-12-03 · Tax withholding · Disposed 101 · Balance 54,199 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock award which is fully vested on the date of grant.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 28, 2013 Filed Aug 29, 2013 22:43 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 341 | $33.02 | $11,259.82 |
DisclosureSEC source: 0000902015-13-000006 · edgar.xml · nonDerivative · entry 2 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,840 Read SEC document |
| August 28, 2013 Filed Aug 29, 2013 22:43 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,136 | $0.00 | $0.00 |
DisclosureSEC source: 0000902015-13-000006 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,181 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| May 28, 2013 Filed May 30, 2013 22:15 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 321 | $35.02 | $11,241.42 |
DisclosureSEC source: 0001183681-13-000026 · edgar.xml · nonDerivative · entry 2 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,045 Read SEC document |
| May 28, 2013 Filed May 30, 2013 22:15 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-13-000026 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,366 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| January 31, 2013 Filed Feb 1, 2013 23:38 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 410 | $27.45 | $11,254.50 |
DisclosureSEC source: 0001183681-13-000008 · edgar.xml · nonDerivative · entry 2 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,296 Read SEC document |
| January 31, 2013 Filed Feb 1, 2013 23:38 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-13-000008 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,706 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| November 27, 2012 Filed Nov 30, 2012 00:05 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 416 | $27.08 | $11,265.28 |
DisclosureSEC source: 0001183681-12-000116 · edgar.xml · nonDerivative · entry 2 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,340 Read SEC document |
| November 27, 2012 Filed Nov 30, 2012 00:05 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-12-000116 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,756 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| August 15, 2012 Filed Aug 17, 2012 22:42 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 373 | $30.20 | $11,264.60 |
DisclosureSEC source: 0001183681-12-000066 · edgar.xml · nonDerivative · entry 2 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,372 Read SEC document |
| August 15, 2012 Filed Aug 17, 2012 22:42 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-12-000066 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,745 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| May 15, 2012 Filed May 16, 2012 22:40 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 373 | $30.21 | $11,268.33 |
DisclosureSEC source: 0001183681-12-000039 · edgar.xml · nonDerivative · entry 2 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,503 Read SEC document |
| May 15, 2012 Filed May 16, 2012 22:40 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-12-000039 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,876 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| January 31, 2012 Filed Feb 1, 2012 23:39 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 381 | $29.53 | $11,250.93 |
DisclosureSEC source: 0001183681-12-000013 · edgar.xml · nonDerivative · entry 2 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,635 Read SEC document |
| January 31, 2012 Filed Feb 1, 2012 23:39 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-12-000013 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,016 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| November 14, 2011 Filed Nov 15, 2011 23:32 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 421 | $26.76 | $11,265.96 |
DisclosureSEC source: 0001183681-11-000040 · edgar.xml · nonDerivative · entry 2 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,746 Read SEC document |
| November 14, 2011 Filed Nov 15, 2011 23:32 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001183681-11-000040 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,167 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| August 15, 2011 Filed Aug 16, 2011 22:48 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 441 | $25.51 | $11,249.91 |
DisclosureSEC source: 0001193099-11-000056 · edgar.xml · nonDerivative · entry 2 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,766 Read SEC document |
| August 15, 2011 Filed Aug 16, 2011 22:48 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-11-000056 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,207 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| May 16, 2011 Filed May 17, 2011 22:12 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 450 | $25.03 | $11,263.50 |
DisclosureSEC source: 0001193099-11-000036 · edgar.xml · nonDerivative · entry 2 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,737 Read SEC document |
| May 16, 2011 Filed May 17, 2011 22:12 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-11-000036 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,187 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| February 15, 2011 Filed Feb 17, 2011 23:42 UTC | MICROSOFT CORP MSFT · Entity 1016 | Tax withholdingCommon Stock | 418 | $26.96 | $11,269.28 |
DisclosureSEC source: 0001193099-11-000021 · edgar.xml · nonDerivative · entry 2 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,689 Read SEC document |
| February 15, 2011 Filed Feb 17, 2011 23:42 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-11-000021 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,107 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| November 15, 2010 Filed Nov 16, 2010 23:29 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-10-000091 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,716 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| August 18, 2010 Filed Aug 19, 2010 22:47 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-10-000047 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,571 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| May 18, 2010 Filed May 20, 2010 00:40 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-10-000030 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,362 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| February 18, 2010 Filed Feb 23, 2010 00:08 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-10-000009 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,314 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| November 18, 2009 Filed Nov 19, 2009 23:45 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 996 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-09-000118 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,278 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| August 18, 2009 Filed Aug 19, 2009 22:51 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-09-000061 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,282 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| May 18, 2009 Filed May 19, 2009 22:40 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-09-000033 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,010 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| February 18, 2009 Filed Feb 19, 2009 23:44 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-09-000010 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,554 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| November 18, 2008 Filed Nov 19, 2008 23:41 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-08-000111 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,899 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| August 12, 2008 Filed Aug 13, 2008 22:20 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-08-000059 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,369 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| May 12, 2008 Filed May 13, 2008 22:42 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-08-000037 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,302 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| February 12, 2008 Filed Feb 13, 2008 23:40 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 1,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-08-000018 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,302 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| January 31, 2007 Filed Feb 2, 2007 00:34 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 3,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-07-000008 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,244 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| January 31, 2006 Filed Feb 1, 2006 23:59 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 4,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001268397-06-000001 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,356 Read SEC document |
| January 04, 2005 Filed Jan 6, 2005 22:19 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001268397-05-000001 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,094 F1 · shares: Represents stock award which shall vest over 5 years at the rate of 20% on the first anniversary of the date of grant and then at the rate of 20% on each of the following four anniversaries thereafter, subject to continuous service on the Board of Directors. F2 · balance_after: Includes an increase of 444 shares to the existing 1/5/04 stock award in connection with the $3.00 special dividend payable to shareholders of record on November 17, 2004. Read SEC document |
| January 05, 2004 Filed Jan 6, 2004 17:04 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193109-04-000003 · edgar.xml · nonDerivative · entry 1 PANKE HELMUT · CIK 0001268397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,650 F1 · shares: Represents stock award which shall vest over 5 years at the rate of 20% on the first anniversary of the date of grant and then at the rate of 20% on each of the following four anniversaries thereafter, subject to continuous service on the Board of Directors. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.